Artificial Intelligence Boosts Expectations at Microsoft and Nvidia

The eyes of the tech world are fixed on two heavyweights of the industry - Microsoft and Nvidia. It all started with Microsoft, which on the first day after Pentecost revealed its vision for a future-oriented PC architecture, designed to excel in the age of AI. Shortly thereafter, attention shifts to Nvidia, which will announce its quarterly results on Wednesday. These two events are fueling hopes for new record highs for both tech giants. Microsoft's shares are just a stone's throw away from their peak value, and Nvidia is also on the cusp of surpassing its own all-time high - a minimal increase in share price would suffice. The excitement particularly mounts in anticipation of Nvidia's quarterly report, which the online broker Lynx deems critical for the tech sector. Nvidia's excellent market valuation suggests that a positive surprise could be enough to break through the consolidation phase. Yet, a sustainable upward trend depends on whether the rather high expectations can be exceeded. In terms of annual returns, Nvidia is the clear frontrunner, while Microsoft can boast a moderate increase, which, however, is only slightly above the performance of the Nasdaq 100. The market, however, is optimistic, particularly regarding Nvidia's results. Experts anticipate that the company's revenue could surpass its own forecasts. Analysts are already positively inclined ahead of time, towards both Nvidia and Microsoft. Experts see further growth potentials in both companies and are occasionally raising their price targets. It is clear that Microsoft and Nvidia have positioned themselves as favorites in the field of Artificial Intelligence and dominate the list of the most valuable US companies. Microsoft already ousted Apple from the top spot, and Nvidia impresses with a remarkable market capitalization. They thus belong to the elite of the "Magnificent Seven" - a sign that their dominance is much more than just a fleeting trend.